See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,424 | $80,673-27.6% | $101,326-42.3% | $84,808-31.1% |
| Participation rate | 88.6% | 77.8%+10.8pp | 81.5%+7.1pp | 68.3%+20.3pp |
| Annual return | 23.23% | 38.95%-15.7pp | 36.82%-13.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $3,906 | $2,698+44.8% | $3,665+6.6% | $2,631+48.5% |
| Participant deferral / active EE | $7,318 | $6,840+7.0% | $7,994-8.5% | $4,212+73.8% |
| Admin fee / account holder | $5,709 | $12,784-55.3% | $11,185-49.0% | $7,344-22.3% |